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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| Invinity Energy Systems Plc | IES | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
|
|
|---|---|---|---|---|
| 1.50 | 10.34% | 16.00 | 08:41:48 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 14.75 | 14.475 | 16.15 | 14.50 |
| Industry Sector |
|---|
| INDUSTRIAL ENGINEERING |
| Top Posts |
|---|
Posted at 18/12/2024 17:46 by tradertrev I would be interested to know which boxes on the buy side this ticks?Profitable? No Cashflow positive? No Established business franchise with a moat? No Tons of capital to implement plans at scale? Doubt Technology leadership? Doubt All we really have is a medium term substantial demand for energy storage, with many, many players with many different technologies working to meet it. I keep an eye on various players with different technologies and IES doesn't yet look to me like a winner. I have had a lucky punt on a US BESS co (EOSE) (aqueous zinc battery technology) which has quadrupled in 6 months having raised a ton of capital and landed some stonking orders. IES looks like a punt still - whether lucky or not I have no idea. |
Posted at 13/12/2024 07:34 by wheeze Further to the ENDURIUM launch announcement of 3 December, Invinity Energy Systems plc (AIM: IES) (AQSE: IES) (OTCQX: IESVF), a leading global manufacturer of utility-grade energy storage, is pleased to confirm that its first ENDURIUM vanadium flow batteries have now been shipped....and so it begins. About time.Woohooo. Sorry could not help myself. Wheeze |
Posted at 06/12/2024 14:39 by brucie5 Being short of knowledge I'd appreciate some explanation exactly what it is that IEs a have a minority stake in: what exactly is the entity or entities that constitute the LDES? And can you give me an example of one in which IES has/will take a stake it?My follow up question would be whether this is a case of robbing Peter to pay Paul? But presumably UKIB would have approved it as a way to get IES tech into BESS? Bear with; as an ex-teacher I'm always happy to be the dummy in the class. |
Posted at 04/12/2024 12:45 by brucie5 Yes, interesting that fire concerns around lithium are now coming to the fore. I wonder what now prevents companies like GSF from introducing the new IES offering as part of their recommended BESS mix for roll out. We need huge quantities if we are to keep up with roll out of solar and wind supply on the one hand, and EV, domestic heating and data storage on the other. The domestic need alone for storage is almost limitless and certainly as much as IES can supply over the next five years. |
Posted at 03/12/2024 07:12 by wheeze Invinity Energy Systems plc (AIM: IES) (AQSE: IES) (OTCQX: IESVF), a leading global manufacturer of utility-grade energy storage, today formally launches ENDURIUM, the Company's next-generation vanadium flow battery, for general sale. |
Posted at 29/11/2024 07:04 by wheeze Invinity Energy Systems plc (AIM: IES) (AQSE: IES) (OTCQX: IESVF), a leading global manufacturer of utility-grade energy storage, is pleased to announce the appointment of Adam Howard to the role of Chief Financial Officer and Executive Director on the Board of Invinity, effective 09 December 2024. Adam was previously a Director of Banking and Investments at the National Wealth Fund ("NWF"), responsible for leading the financing of energy and infrastructure projects in support of the UK's Net Zero transition. Prior to joining the NWF he spent over 15 years working in the energy and natural resources sectors at EBRD, ING Barings and Lloyds Bank, with a focus on direct equity and capital markets. During his career, Adam has advised and led over 30 transactions raising £4bn of capital for growth companies from Europe to Central Asia. Adam holds an Executive MBA from INSEAD and MSc Financial Economics from the University of Leicester. |
Posted at 02/10/2024 11:53 by mbaxter Lol, GBCol.Megaman2, you may or may not be right. Who knows?? That's the beauty of a properly functioning market - you have both buyers and sellers. You are right that it is a gamble for us poor mug punters. As outsiders, we are reliant on gleaning what we can from the crumbs of information provided by the company and wider market. My investment thesis is simple, there appears to be a gap in the market for non lithium M/GW level energy storage. IES sounds as if it might have a solution and (credible) potential purchasers of their tech have exhibited a tangible interest (ie dipped their hands in their pockets). If the tech works and they can sell more, I am quids in at these share price levels. If it doesn't, heigh ho, something else will come along. As with all such companies, it comes down to hard graft, luck and good execution. Even then, most will fall by the wayside. Honesty/credibility is absolutely critical for those of us peering in through the murk, which is why companies like IES are harshly punished by the market if there is even a whiff of anything untoward. "Fool me once...." etc etc. |
Posted at 12/7/2024 07:56 by megaman2 It's some what of a chicken and egg for ies on a few fronts. To win large contracts c 300 MWh they have to show they have the manufacturing capability to deliver with the UK they are now addressing.Then there is the energy companies like above who are building systems to sell on or keep for their income stream. Companies like this want proven revenue models with historical data . As mistral is still to launch that data isn't and available they have stated one of the benefits of staking and part owning the batteries is they will have access to this very important data. Not sure what timescale is needed 1 year ..2 years it's probably subjective. From what I gather above this company have self funded this 300 MWh battery tied to a 6 gw energy investment. I saw they sold off a smaller investment . There are a number of energy companies set up to buy or build systems to sell or pay dividends to its shareholders . Once they can tap into this sort of funding arrangement it's game on. Just need the data to stack up when it's available . |
Posted at 17/6/2024 10:30 by smackeraim IES - Longspur Research note. FURTHER TRACTION IN NORTH AMERICA Invinity is seeing further traction in North America with a new sale of its VS3 flow battery in California for delivery this year. The 4MWh sale is to PowerFlex, part of EdF Renewables North America, and represents a second sale within the broader EdF Renewables group following the 5MWh Oxford Superhub deployment in the UK. In California, it follows the recent delivery of a the similar but larger 10MWh sale to the Viejas project. We see the deal as helping to derisk our revenue forecast for the year. 4MWh Sold in California The batteries are to be part of a micro-grid including the expansion of an existing solar PV array and will provide dispatchable, on demand power to the Harrah's Resort Southern California casino owned by the Rincon Band of Luiseño Indians. The project is funded by the California Energy Commission (CEC) and the batteries are expected to be delivered before the end of 2024. The CEC also supported the Viejas project and we see flow batteries as an ideal solution for California's PV market. Flow batteries can allow solar shifting of power generated from PV projects from the daytime to the evening period of peak demand. Strong Support for Long Duration Storage California is already seeing strong deployment of lithium-ion batteries, with 7.3GW of battery capacity deployed, more than any other US state. However, lithium-ion struggles to economically provide longer duration storage or high cycling, and this is where Invinity's flow batteries provide a solution. We see this as explaining the California Energy Commission's support and it is now one of the leading funders of long duration energy storage with US$140m provided in 2022/23 and with US$190m programmed in the 2023/24 State Budget. |
Posted at 02/5/2024 08:59 by 74tom Yesterday's news was fantastic if you believe in the long term story here. It's very rare to see a UK government body taking a significant equity stake. I believe that this is an early indication of labour taking a more aggressive approach to the UK's future energy strategy, and IES appears to be in pole position to become a national champion. IMO the £18m for LDES projects isn't a subsidy for IES, it's industry support in disguise. In my view, IES has been designated as an investment vehicle for UK LDES projects, and they will provide both the infrastructure & also get recurring revenue from the projects themselves.If this news makes you angry & irrational then you've simply chosen the wrong investment strategy for a company like IES. This investment derisks the bull thesis substantially & should be a chance to top up, not whinge about how much you paid back in 2021, in a completely different universe as far as funding goes. Remember Ceres Power hitting £16 on a 2055 DCF of royalty revenue?! They are now at £1.60. ITM at £7? Now at 50p. Both have exciting private partnerships which have done absolutely nothing for them. It's no good complaining about IES management, in revenue terms they've made more progress than those two companies put together. If IES does indeed become an LDES national champion then there should be significant value appreciation ahead. I'd say the chances of that happening are now multiples of what they were this time last year. Still high risk, so a small portfolio holding, but I'd imagine it will be attractive to a lot more investors now that it used to be. |
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